Top performing managers by category: separate accounts, 1st Quarter 2023




Large Growth1 year gross return1 year net return
Marshfield Core Value Equity13.6712.25
Port Capital Partners Equity6.285.41
Sustainable Insight US Equity2.000.98
Alpha Quant Quality Equity1.350.24
TD Epoch U.S. Quality Capital Reinvestmt0.10-0.35
Chilton High Conviction Equity Strategy0.15-0.58
Montrusco Bolton US Equity (USD)-0.04-0.69
Guardian Fundamental GlobalEquity Comp0.01-0.79
Raub Brock Dividend Growth Portfolio-0.28-1.28
TCW New America Premier Equities-0.67-1.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Growth5 year gross return5 year net return
Slow Capital Aggressive Growth19.1018.68
Mark Long Only20.3018.47
Baron Focused Select Strategy19.0918.40
Slow Capital Growth17.9317.52
Mark Focus19.2217.48
Montrusco Bolton US Equity (USD)16.9816.23
Atlanta High Quality Focused Growth16.2915.49
Marshfield Core Value Equity16.4114.96
Federated Hermes MDT LCG Institutional15.6914.92
Broadleaf Growth Equity Portfolio15.7714.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Conservative Allocation1 year gross return1 year net return
MCM American Revival - Growth-Plus9.288.85
Winthrop Income Moderate3.378.58
Cypress Global Equity and Income4.123.67
Tannin Capital Total Return3.112.11
Franklin Tmp Tax-Adv Gr & Inc ETF Model-4.251.53
Brandes Enhanced Income-0.26-0.65
SIP U.S. Focused Total Return Muni CA 3-1.09-1.09
SIPP U.S. Focused Total Return Muni CA 3-1.19-1.21
SIPP U.S. Focused Total Return Muni 3-1.27-1.30
Genter Capital Balanced Income With Muni-0.94-1.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Conservative Allocation5 year gross return5 year net return
MCA Conservative Portfolios8.798.00
TSW Multi-Asset Income8.127.85
Voya Income & Growth7.136.45
Karpus Conservative Balanced6.685.65
Weitz Conservative Allocation6.415.59
Cypress Global Equity and Income6.415.49
Winans Balanced 50/50 Composite6.105.42
American Funds Tax Aware Cons G&I MP5.285.27
Peavine Capital Moderate5.745.23
Manning&Napier Growth Reduced Volatility5.925.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Global Real Estate1 year gross return1 year net return
Morgan Stanley Glbl Infrastructure Sec-3.64-4.28
Third Avenue International RE Composite-11.90-13.05
LaSalle Global Real Estate Securities-15.13-15.60
LaSalle Core Glbal RealEstate Securities-15.57-16.04
CBRE Listed Global Real Estate Composite-17.50-17.84
AB Global Real Estate Securities-18.64-19.13
Third Avenue Real Estate Value Equity-18.21-19.18
Neuberger Berman Global REIT - ISA-18.90-19.53
Brookfield Gbl Rl Estate Secs Alpha-19.06-19.60
Invesco Global REITs-19.02-19.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Global Real Estate5 year gross return5 year net return
Morgan Stanley Glbl Infrastructure Sec6.455.63
American Century Global Real Estate5.424.81
LaSalle Global Real Estate Securities5.404.74
LaSalle Core Glbal RealEstate Securities4.654.08
Global Real Estate Securities5.174.05
CenterSquare Global REIT4.373.91
CBRE Listed Global Real Estate Composite4.163.67
Cohen & Steers Global Realty CIT Pn/a3.42
Cohen & Steers Global RE Securities Comp3.843.36
Neuberger Berman Global REIT - ISA3.933.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2000-20101 year gross return1 year net return
Capital Group 2010 Target Date Ret Comp-3.46-3.80
Fidelity Freedom Index 2005 Cmgld Pool C-3.98-4.10
Fidelity Freedom Blend 2005 Cmgld Pool I-4.29-4.44
Fidelity Freedom Blend 2005 Cmgld Pool H-4.32-4.58
Fidelity Freedom Blend 2005 Cmgld Pool C-4.31-4.68
Fidelity Freedom Index 2010 Cmgld Pool C-4.73-4.85
Fidelity Freedom Blend 2010 Cmgld Pool I-5.00-5.16
Fidelity Freedom Blend 2010 Cmgld Pool H-4.98-5.23
Fidelity Freedom Blend 2010 Cmgld Pool C-4.96-5.32
Fidelity Freedom 2010 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2000-20105 year gross return5 year net return
Capital Group 2010 Target Date Ret Comp4.854.47
Fidelity Freedom Blend 2010 Cmgld Pool I3.663.50
Fidelity Freedom Index 2010 Cmgld Pool C3.553.41
Fidelity Freedom Blend 2010 Cmgld Pool H3.673.39
Fidelity Freedom Blend 2010 Cmgld Pool C3.663.32
Fidelity Freedom Blend 2005 Cmgld Pool I3.092.93
Fidelity Freedom Index 2005 Cmgld Pool C3.032.89
Fidelity Freedom Blend 2005 Cmgld Pool H3.082.81
Fidelity Freedom Blend 2005 Cmgld Pool C3.082.74
Fidelity Freedom 2010 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Europe Stock1 year gross return1 year net return
SSgA Europe Value Spotlight12.6110.92
SSgA Eurozone Value Spotlight10.749.08
MFS European Research Equity8.407.87
Pzena European Focused Value7.957.26
Brandes European Equity8.676.70
ARGA European Equity Strategy6.465.62
Wellington Strategic European Equity5.474.71
BNP Paribas Europe High Conviction Eqty4.483.98
Intech European Large Cap Core3.452.88
LA Capital Europe Equity3.512.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Europe Stock5 year gross return5 year net return
NS Partners European Equity8.647.99
Vontobel Quality Growth European Equity8.037.71
Intech European Large Cap Core8.287.69
MFS European Research Equity7.376.75
Wellington Strategic European Equity7.056.27
Fisher European Equity6.956.14
Walter Scott European Composite6.695.90
T. Rowe Price Europe ex-UK Equity6.005.47
SSgA Eurozone Value Spotlight6.225.27
PGI European Equity5.595.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long-Term Bond1 year gross return1 year net return
Beacon Vantage 3.0 Bond-1.29-2.54
Full Duration Fixed Income-3.75-3.99
Sage Long Duration LDI (7-10 Year)-5.03-5.23
Principal Street Tax Exempt High Income-5.17-5.91
Barings U.S. Invest. Grade Corp. Credit-6.30-6.54
AXA IM FIIS US Corp Intermediate Bonds-6.42-6.66
Redwood ERB-FI-6.20-7.64
Dorsey Wright Tactical Fixed Income-7.05-7.91
Goldman Sachs Global Government-9.21-9.47
Sage Long Duration LDI (10+ Years)-10.11-10.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long-Term Bond5 year gross return5 year net return
AXA IM FIIS US Corp Intermediate Bonds1.913.16
Dorsey Wright Tactical Fixed Income3.832.87
Reams Long Duration Fixed Income2.382.23
Camden Long Duration (Govt/Credit) Comp2.792.18
TCW Long Duration Credit2.111.94
Capital Group Long Duration Credit DB Fd2.101.91
Sage Long Duration LDI (7-10 Year)2.171.87
PIMCO Long Term Bond - Long Credit2.011.77
Barings U.S. Invest. Grade Corp. Credit1.991.74
PIMCO Long Term Bond Full Authority1.941.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Technology1 year gross return1 year net return
Inspire Select Technology Sector33.0033.00
Crabtree Multi-Cap Technology4.994.35
Merlin Focused Growth-2.52-3.65
Neuberger Berman MAG Next Gen Mobility-2.84-5.68
Merlin Large Cap Growth-5.65-6.51
Efficient Market 5G Achievers-7.95-8.62
Q3 New Horizons-7.60-9.70
Jennison Technology Equity-9.49-10.12
Janus Henderson Gbl Tech and Innovation-9.60-10.24
Bailard Technology-10.33-10.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Technology5 year gross return5 year net return
Inspire Select Technology Sector16.2716.27
Merlin Focused Growth15.9514.81
JPM US Technology Leaders-MA15.9314.57
Janus Henderson Gbl Tech and Innovation13.9713.21
Bailard Technology13.3312.88
Crabtree Multi-Cap Technology13.3112.59
Bailard Tech & Science12.6012.18
Merlin Large Cap Growth12.5811.77
Voya Global Technology Equity11.6011.68
Sands Capital Technology Innovators12.2911.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Diversified Pacific/Asia1 year gross return1 year net return
State Street Asia Pac Value Spotlight4.743.95
Asia Pacific Separately Mangaed Account3.382.65
Horizon Asia Institutional0.07-0.94
Metis International Micro Cap Equity-3.54-4.46
Schafer Cullen Asia Pac High Dividend-4.65-5.78
Sit Inv Pac Basin-6.47-7.32
ImpaxAsian Enviornmental Composite-7.16-8.07
Templeton Asia Pacific Eq-8.37-9.01
Dalton Asia Pacific Long Only Composite-8.64-9.54
ARI Asia Pacific-10.60-11.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Diversified Pacific/Asia5 year gross return5 year net return
Financial Trust Asia ValueMomentum7.506.17
State Street Asia Pac Value Spotlight5.915.22
ImpaxAsian Enviornmental Composite5.114.07
Sit Inv Pac Basin2.061.14
Horizon Asia Institutional2.131.10
Schafer Cullen Asia Pac High Dividend2.481.06
Metis International Micro Cap Equity1.120.06
Dalton Asia Pacific Long Only Composite-0.11-1.19
ARI Asia Pacific-0.46-1.30
Asia Pacific Separately Mangaed Account-2.04-2.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Blend1 year gross return1 year net return
M&R Capital Management – Capital Appreci5.434.54
Julex Risk Managed TrueAlpha Large Cap4.083.57
Impax US Environment Leaders Strat Comp3.512.99
Washington Crossing Rising Dividend2.311.95
Value Line Multi Cap Global1.881.48
Stonebridge Cap - Lg Cap Growth Equity2.401.30
AGFiQ Hedged Equity1.361.20
Cambridge Core Equity2.430.60
Woodley Core Value Equity1.320.60
Cambridge Core Equity Model2.430.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Blend5 year gross return5 year net return
Suncoast Equity Dividend Growth15.5915.22
Stonebridge Cap - Lg Cap Growth Equity14.8413.91
DCP US Fundamental Stability & Value14.0613.62
VanEck Morningstar Wide Moat14.0313.51
GS US Equity ESG13.7013.31
Stance Equity ESG Large Cap Core13.7712.97
Vaughan Nelson Select13.9512.84
GMO Quality Strategy13.3512.78
Newton US Large Cap Equity13.3212.71
Slow Capital Stock13.1112.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2016-20201 year gross return1 year net return
Capital Group 2020 Target Date Ret Comp-4.20-4.54
BNYM Nwtn SL SmartPath Trgt Dt 2020 Cl On/a-5.15
Fidelity Freedom Index 2020 Cmgld Pool C-6.28-6.40
Fidelity Freedom Blend 2020 Cmgld Pool I-6.49-6.64
Fidelity Freedom Blend 2020 Cmgld Pool H-6.47-6.72
Fidelity Freedom Blend 2020 Cmgld Pool C-6.43-6.80
Fidelity Freedom 2020 Cmgld Pool Dn/an/a
Fidelity Freedom 2020 Cmgld Pool Fn/an/a
Fidelity Freedom 2020 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2016-20205 year gross return5 year net return
Capital Group 2020 Target Date Ret Comp5.314.93
BNYM Nwtn SL SmartPath Trgt Dt 2020 Cl On/a4.64
Fidelity Freedom Blend 2020 Cmgld Pool I4.694.52
Fidelity Freedom Blend 2020 Cmgld Pool H4.694.41
Fidelity Freedom Index 2020 Cmgld Pool C4.484.34
Fidelity Freedom Blend 2020 Cmgld Pool C4.694.34
Fidelity Freedom 2020 Cmgld Pool Dn/an/a
Fidelity Freedom 2020 Cmgld Pool Fn/an/a
Fidelity Freedom 2020 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Financial1 year gross return1 year net return
McKinley Capital Business Development Co-7.83-9.67
Confluence BDC-Wrap-9.27-11.96
Jennison Financial Services Equity-11.62-12.10
Inspire Select Financials Sector-15.80-15.80
Manole Fin Tech-19.34-20.16
Wellington FinTech-20.08-20.81
Kennedy Bank Sector-21.83-22.61
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Financial5 year gross return5 year net return
Jennison Financial Services Equity6.415.83
Inspire Select Financials Sector5.775.77
McKinley Capital Business Development Co7.275.16
Confluence BDC-Wrap7.604.42
Kennedy Bank Sector4.603.56
Manole Fin Tech3.232.03
Wellington FinTechn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long/Short Equity1 year gross return1 year net return
Robinson Market Opportunity23.1522.21
Boston Partners Global L/S Equity11.189.00
3EDGE Systematic Strategy6.515.67
Glenmede Quant US Long/Short Equity5.273.97
Loomis Sayles International Growth4.133.30
Boston Partners Research Equity Comp2.591.14
Fisher All World Equity Long/Short Marke1.74-0.42
Alpha DNA Large Cap Hedged Equity0.67-1.03
Alpha DNA All Cap Hedged Equity-0.41-2.17
Alpha DNA Mid Small Cap Hedged Equity-1.36-2.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long/Short Equity5 year gross return5 year net return
Robinson Market Opportunity17.9717.01
Alpha DNA Mid Small Cap Hedged Equity14.4113.36
Camden Equity13.3112.51
BlackRock Alpha Advantage 500 Composite12.3512.12
F/m Integrated Alpha Long / Short11.0510.47
Alpha DNA Large Cap Hedged Equity10.789.19
Acadian U.S. Managed Volatility Eq Comp7.667.34
Alpha DNA All Cap Hedged Equity8.336.32
Convergence Long/Short Equity7.326.25
Boston Partners Global L/S Equity7.785.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Value1 year gross return1 year net return
Dean Small Cap Value SA6.745.85
Classic Value Micro Cap Opportunities5.985.81
Delafield Concentrated Value3.062.62
ACM Small and Mid Cap Portfolio3.492.55
Alpha Quant Small Cap Value2.902.13
WPG Partners Select Small Cap Value2.381.98
U.S. Small/Mid Cap Quality & Value2.481.92
First Wilshire US SCV Equities SMA2.801.52
DePrince, Race & Zollo SMID Cap Value1.781.11
Brandes U.S. Small Cap Value Equity1.851.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Value5 year gross return5 year net return
Bridgeway Small Cap Value13.8213.24
Penn Capital Small Cap Value Equity12.1511.67
DePrince, Race & Zollo SMID Cap Value10.469.61
Schafer Cullen Small Cap Value Equity10.259.57
PIMCO RAE US Small9.979.49
Brandes U.S. Small Cap Value Equity10.429.44
WPG Partners Small Cap Value Equity9.979.39
Alpha Quant Small Cap Value9.889.06
Heartland Small-Cap Value Plus Strategy9.729.03
RS Small Cap Value Comp9.848.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate-Term Bond1 year gross return1 year net return
Karpus Tax Sensitive Fixed Income2.571.62
Tannin Capital Short-Intermd Govt/Credit1.701.31
Barksdale Short Controlled Risk0.620.50
SIPP U.S. Focused Total Return Muni 10.310.09
SIP U.S. Focused Total Return Muni CA 1-0.39-0.39
Winthrop Intermediate Fixed Incomen/a-0.54
DeRoy & Devereaux Total Return Bond-0.19-0.60
Karpus Taxable Fixed Income-0.19-1.08
Berkshire Fixed Income Strategy-1.08-1.19
Mellon Intermediate Insurance-1.10-1.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate-Term Bond5 year gross return5 year net return
Karpus Taxable Fixed Income6.315.37
Brandywine Global U.S. Fixed Income5.515.20
Karpus Tax Sensitive Fixed Income5.814.85
Eaton Vance Taxable Municipal Bond3.473.16
BBH Core Plus Fixed Income3.102.84
Reams Core Fixed Income2.822.54
Tannin Capital Short-Intermd Govt/Credit2.932.53
Chartwell Core Plus Fixed Income2.722.35
DeRoy & Devereaux Total Return Bond2.592.17
Winthrop Intermediate Fixed Income2.461.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Inflation-Protected Bond1 year gross return1 year net return
Lord Abbett & Co. Inflation Focused – SA-1.17-1.42
Wellington TIPS-2.37-2.53
Franklin U.S. TIPS Composite-2.32-2.61
NISA Intermediate TIPS-2.82-2.91
Richmond Capital Mgt TIPS 1-10 Yr-2.89-2.98
IR+M Int. TIPS-2.96-3.12
Wright Treasury Inflation Protected-5.52-5.72
Mellon US TIPS Barclays-5.79-5.90
PIMCO Real Return Medium Authority-5.81-6.05
IR+M TIPS-6.07-6.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Inflation-Protected Bond5 year gross return5 year net return
Franklin U.S. TIPS Composite4.984.67
Lord Abbett & Co. Inflation Focused – SA4.013.70
Wellington TIPS3.373.21
IR+M Int. TIPS3.253.13
NISA Intermediate TIPS3.223.12
Richmond Capital Mgt TIPS 1-10 Yr3.143.08
PIMCO Real Return Medium Authority3.303.04
Laffer Tengler Dynamic US Inflation Stra4.073.04
PIMCO Real Return Full Authority3.442.97
Mellon US TIPS Barclays3.042.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Diversified Emerging Mkts1 year gross return1 year net return
GW&K Emerging Wealth Equity ADR14.6113.49
Brandes Emerging Markets Equity5.675.12
GW&K Emerging Wealth Equity6.155.10
HJIM Emerging Markets Select Cap5.274.77
ARGA Emerging Markets Equity Strategy7.984.29
Mondrian Concentrated Emerging Mkt Eq4.423.47
Eastspring Global EM Dynamic Strategy4.023.24
Silvercrest Emerging Markets ADR3.702.66
Emerging Markets ex-China Equity2.531.61
ARI EMERGING MARKETS2.051.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Diversified Emerging Mkts5 year gross return5 year net return
Wasatch EM Select Composite8.497.88
Artisan Developing World Composite8.347.22
GlobeFlex Emerging Mkts Small Cap Cmpst7.836.77
Inspire Select Emerging Markets6.636.62
BH Concentrated Emerging Markets ESG6.915.96
Arrowstreet Capital Emg Mkts Equity6.295.38
Wasatch EM Small Cap Composite6.344.96
RBC Emerging Markets Multi Strat Equity1.234.48
Newton Concentrated Glob EM Composite5.164.38
ARGA Emerging Markets Equity Strategy6.454.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Blend1 year gross return1 year net return
Private Capital Management Value Focus15.2914.44
Private Capital Value Equity8.207.11
SouthernSun Small Cap6.745.96
The London Co: Small Cap Composite5.675.03
Melius Small Cap Blend5.714.88
Seizert Capital Partners Small Cap Value5.764.81
Fuller & Thaler Behavioral Small-Cap Eq4.874.20
12th Street Small Cap Value4.903.86
Reinhart Partners Genesis PMV3.903.13
Fenimore Small Cap3.863.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Blend5 year gross return5 year net return
Harvey Partners Small-Cap Opportunity19.5418.37
Old West Small Cap19.1118.05
Penn Capital Small to Micro Cap Equity18.6218.04
Old West All Cap Opportunity18.0716.91
Private Capital Management Value Focus14.7313.61
Paradigm Capital Small Cap Core13.8312.71
Financial Trust American Discplnd Small13.7312.32
Profit Inv Mgt (PIM) Profit Sm Cap Eq12.2411.77
Private Capital Value Equity12.7511.58
Alpha Quant Small Cap Quality12.2811.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short Government1 year gross return1 year net return
GS Gov/Corporate FI (Short Duration)1.411.24
Mellon Glb Govt-Short Dur1.381.18
CS McKee Short Government0.470.23
BlackRock 1-3 Yr Govt Bond Idx Composite0.280.23
Bartlett & Co. Ltd Dur Fix-Inc0.380.22
AB US Low Duration0.350.17
Pacific Income Short Term0.33n/a
Genter Capital Short-Term US Government0.35n/a
Garcia Hamilton Short Duration-0.04-0.16
Madison Limited Duration Governemnt Bond-0.07-0.57
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short Government5 year gross return5 year net return
M.D. Sass 3-Year FI1.263.73
Sit Inv Short Duration1.741.33
GS Gov/Corporate FI (Short Duration)1.521.32
CS McKee Short Government1.501.26
Mellon Glb Govt-Short Dur1.451.25
BlackRock 1-3 Yr Govt Bond Idx Composite1.221.17
Intermediate Government Fixed Income1.281.08
Bartlett & Co. Ltd Dur Fix-Inc1.201.04
AB US Low Duration1.211.02
Pacific Income Short Term1.321.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Growth1 year gross return1 year net return
Horizon Small Cap Institutional10.599.48
Kayne Anderson Rudnick Small Cap Core9.718.73
Horizon Research Select Instl7.986.90
Renaissance Midcap Growth3.753.63
Innovative Portfolios IntelliBuilD4.703.46
Frontier Focus3.222.23
Sandhill Concentrated Equity Alpha1.060.22
Congress SMID Growth-0.26-0.50
Torray Small/Mid Cap Growth0.06-0.54
Torray Small/Mid Cap Growth0.06-0.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Growth5 year gross return5 year net return
Baron Small to Mid Cap Growth Strategy16.5015.58
Congress SMID Growth15.7815.37
Night Owl Equity16.4915.10
Fisher Small and Mid Cap Core13.5913.14
Kayne Anderson Rudnick Small Cap Core14.0313.02
Renaissance Midcap Growth13.1113.00
Principal Small Cap Growth Equity13.8812.94
Ivy Mid Cap Growth Composite13.2112.53
Baron Small Cap Growth Strategy13.1112.08
Horizon Small Cap Institutional13.1312.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2011-20151 year gross return1 year net return
Capital Group 2015 Target Date Ret Comp-4.02-4.37
Fidelity Freedom Index 2015 Cmgld Pool C-5.49-5.61
Fidelity Freedom Blend 2015 Cmgld Pool I-5.75-5.90
Fidelity Freedom Blend 2015 Cmgld Pool H-5.67-5.93
Fidelity Freedom Blend 2015 Cmgld Pool C-5.69-6.07
Fidelity Freedom 2015 Cmgld Pool Fn/an/a
Fidelity Freedom 2015 Cmgld Pool Dn/an/a
Fidelity Freedom 2015 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2011-20155 year gross return5 year net return
Capital Group 2015 Target Date Ret Comp5.114.73
Fidelity Freedom Blend 2015 Cmgld Pool I4.214.04
Fidelity Freedom Blend 2015 Cmgld Pool H4.233.95
Fidelity Freedom Index 2015 Cmgld Pool C4.053.91
Fidelity Freedom Blend 2015 Cmgld Pool C4.213.87
Fidelity Freedom 2015 Cmgld Pool Fn/an/a
Fidelity Freedom 2015 Cmgld Pool Dn/an/a
Fidelity Freedom 2015 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2026-20301 year gross return1 year net return
Inspire FuturePath 2030-3.10-4.68
Capital Group 2030 Target Date Ret Comp-5.12-5.47
BNYM Nwtn SL SmartPath Trgt Dt 2030 Cl On/a-5.74
Fidelity Freedom Index 2030 Cmgld Pool C-6.53-6.65
Fidelity Freedom Blend 2030 Cmgld Pool I-6.64-6.79
Fidelity Freedom Blend 2030 Cmgld Pool H-6.65-6.91
Fidelity Freedom Blend 2030 Cmgld Pool C-6.57-6.96
Voya Target Retirement 2030 Tr Comps CIT-6.94-7.11
Voya Target Retirement 2030 Composite-6.94-7.11
Fidelity Freedom 2030 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2026-20305 year gross return5 year net return
Capital Group 2030 Target Date Ret Comp6.396.01
Fidelity Freedom Blend 2030 Cmgld Pool I5.785.61
BNYM Nwtn SL SmartPath Trgt Dt 2030 Cl On/a5.55
Fidelity Freedom Blend 2030 Cmgld Pool H5.785.49
Fidelity Freedom Blend 2030 Cmgld Pool C5.775.41
Voya Target Retirement 2030 Tr Comps CIT5.605.40
Voya Target Retirement 2030 Composite5.605.40
Fidelity Freedom Index 2030 Cmgld Pool C5.485.34
Inspire FuturePath 2030n/an/a
Fidelity Freedom 2030 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate-Term Bond1 year gross return1 year net return
Karpus Tax Sensitive Fixed Income2.571.62
Tannin Capital Short-Intermd Govt/Credit1.701.31
Barksdale Short Controlled Risk0.620.50
SIPP U.S. Focused Total Return Muni 10.310.09
SIP U.S. Focused Total Return Muni CA 1-0.39-0.39
Winthrop Intermediate Fixed Incomen/a-0.54
DeRoy & Devereaux Total Return Bond-0.19-0.60
Karpus Taxable Fixed Income-0.19-1.08
Berkshire Fixed Income Strategy-1.08-1.19
Mellon Intermediate Insurance-1.10-1.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate-Term Bond5 year gross return5 year net return
Karpus Taxable Fixed Income6.315.37
Brandywine Global U.S. Fixed Income5.515.20
Karpus Tax Sensitive Fixed Income5.814.85
Eaton Vance Taxable Municipal Bond3.473.16
BBH Core Plus Fixed Income3.102.84
Reams Core Fixed Income2.822.54
Tannin Capital Short-Intermd Govt/Credit2.932.53
Chartwell Core Plus Fixed Income2.722.35
DeRoy & Devereaux Total Return Bond2.592.17
Winthrop Intermediate Fixed Income2.461.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long Government1 year gross return1 year net return
Donoghue Forlines Treasury-2.69-2.94
Franklin U.S. Govt Ladder 5-20 Yr SMA-6.93-8.31
DoubleLine Long Duration Total Return-14.98-15.28
PIMCO Long Bond Extended Duration-15.25-15.44
PIMCO Long Duration Treasury-15.43-15.84
BlackRock Long Govt Bond Idx Composite-15.85-15.89
NISA 15+ STRIPS Fixed Income Composite-22.43-22.51
BlackRock US Strips 20+ Year Bond Index-24.00-24.04
Jennison Active Long US Treasury STRIPS-23.96-24.06
20+ Year U.S. Treasury STRIPS Index Stra-24.10-24.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long Government5 year gross return5 year net return
Donoghue Forlines Treasury2.611.78
PIMCO Long Bond Extended Duration1.861.56
BlackRock Long Govt Bond Idx Composite-0.15-0.18
PIMCO Long Duration Treasury0.04-0.45
DoubleLine Long Duration Total Return-0.43-0.86
NISA 15+ STRIPS Fixed Income Composite-0.94-1.06
20+ Year U.S. Treasury STRIPS Index Stra-1.31-1.36
Jennison Long Conserv. Treasury STRIPS-1.30-1.40
Jennison Active Long US Treasury STRIPS-1.44-1.57
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Japan Stock1 year gross return1 year net return
DS_ Japan Equity SmallCap Absolute Value8.828.06
Eastspring Japan Focused Value Strategy7.616.80
Brandes Japan Equity6.876.59
Eastspring Japan Value Strategy5.644.85
DS_ Japan Equity High Conviction Value2.521.91
Dalton Japan Long Only Composite2.411.55
Pzena Japan Focused Value2.231.42
Nuveen Japan Equity1.200.49
Lazard Japanese Strategic Equity0.690.28
FIAM Japan Growth-0.41-1.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Japan Stock5 year gross return5 year net return
FIAM Japan Growth5.905.08
DS_ Japan Equity Value Plus Alpha5.134.51
Lazard Japanese Equity4.063.80
Lazard Japanese Strategic Equity3.813.49
DS_ Japan Equity High Conviction Value4.053.43
Eastspring Japan Focused Value Strategy3.793.04
RBC Japan Equity3.962.98
DS_ Japan Equity Fundamental Active3.202.59
Eastspring Japan Value Strategy2.521.80
Marathon Japan Equity Composite1.741.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate Government1 year gross return1 year net return
SeaCrest US Government Interm Duration-2.38-2.38
Glenmede Intermediate Govt/Credit-2.32-2.66
Franklin U.S. Govt Ladder 1-10 Yr SMA-1.71-3.16
CS McKee Broad Government Fixed-3.41-3.65
DBF Intermediate Duration Govt/Agency-3.77-4.00
Northern Trust Government Index-4.36-4.45
Wright Mortgage Backed Securities F/I-4.44-4.69
MFS US Government Fixed Income-4.46-4.85
DBF Interm Mortgage-Backed Securities-4.65-4.88
M.D. Sass Core Fix-Inc-4.76-4.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate Government5 year gross return5 year net return
CS McKee Broad Government Fixed1.441.19
SeaCrest US Government Interm Duration1.161.16
M.D. Sass Core Fix-Inc1.160.89
Glenmede Intermediate Govt/Credit1.210.83
MFS US Government Fixed Income1.040.73
Wright Mortgage Backed Securities F/I1.020.68
Northern Trust Government Index0.810.67
FIAM Agency MBS0.640.35
DBF Intermediate Duration Govt/Agency0.540.31
Goldman Sachs US Mortgages0.430.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


High Yield Bond1 year gross return1 year net return
Q3 Tactical High Yield5.983.60
UBS Short Duration High Yield SMA1.612.84
Penn Capital Ult Short Duration Corp Inc3.022.58
MacKay High Yield Low Volatility Comp2.562.15
Penn Capital Def Short Duration High Inc2.271.93
MacKay Shields HYAC Short Duration Strgy1.971.52
Allspring U.S. Short-Term High Yield2.011.51
Horizon High Yield Opportunity Instl2.381.35
Shenkman Capital Short Dur Hi Inc Strat1.811.10
Chartwell Short BB High Yield Fixed Inc1.330.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


High Yield Bond5 year gross return5 year net return
Artisan High Income5.244.52
Mesirow High Yield4.894.46
Barrow Hanley High Yield Fixed Income4.674.18
L&S Short-Duration High Yield4.864.09
PGIM US Shrt-Dur Higher Quality Hi-Yld4.564.08
Blackstone HY Systematic Corporate4.354.05
Shenkman Multi-Asset Credit Composite4.763.98
Capital Group U.S. High Yield4.273.97
MacKay High Yield Low Volatility Comp4.353.93
MacKay Shields High Yld4.413.89
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Value1 year gross return1 year net return
Longfellow Merger Arb2.931.91
HIS Horizon Enh SRI Fossil Fuel Free3.141.86
Heartland Opportunistic Value Equity2.241.83
Sasco Capital, Contrarian1.891.53
SouthernSun SMID Cap Composite1.520.83
Speece Thorson Mid-Cap Value Equity1.030.41
River Road Mid Cap Value0.430.09
Nuance Concentrated Value0.760.05
GAMCO Focused Value0.93-0.18
Inspire Select US Mid Cap-0.22-0.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Value5 year gross return5 year net return
Longfellow Merger Arb11.6818.03
Sycamore Mid Cap Value Comp11.3110.48
Sasco Capital, Contrarian10.8210.44
Heartland Mid Cap Value11.1310.29
CMC DVD10.399.88
Speece Thorson Mid-Cap Value Equity10.349.68
Kennedy All Cap Value10.259.50
Cozad US Equity Income SMA9.969.48
HIS Horizon Enh Socially Responsible10.709.30
Thomas White Mid-Cap Value10.199.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


World Allocation1 year gross return1 year net return
Julex Dynamic Developed Markets Comp7.036.48
Brandes Global Balanced3.483.11
GMO Benchmark-Free Allocation Strategy2.721.82
Windham Conservative Portfolio-0.18-0.34
Thornburg Investment Income Builder Sep-0.12-0.81
First Eagle Global Value Equity-0.48-1.22
GMO Global Asset Allocation Strategy-1.64-2.25
Windham Conservative Plus Portfolio-1.66-2.35
WSTCM International Select Risk-Managed-2.45-2.75
Stairway Tax-Managed Dynam Alloc-Growth-2.71-3.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


World Allocation5 year gross return5 year net return
SAM Moderate Global Growth9.628.54
Robinson WON World Equity8.848.17
Calamos Global Opportunities Composite7.737.07
Thornburg Investment Income Builder Sep7.026.29
First Eagle Global Value Equity7.026.22
Ivy Asset Composite6.826.02
SAM Conservative Global Growth7.675.74
Brinker Real Asset6.045.68
FEG Real Assets Portfolio5.635.39
DMAP Moderate Relative Return USD-H5.664.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Convertibles1 year gross return1 year net return
Oaktree Global ex-US Convertibles-0.01-0.51
Oaktree High Income Convertibles-0.32-0.89
Palisade Short Duration Convertible Bond-1.30-1.91
Conning Convertible Bond-4.68-4.88
Macquarie US Convertible Bond-4.48-5.14
Morgan Stanley Global Convertible Bond-4.28-5.23
Advent Phoenix Convertible Income-5.53-6.01
Wellesley Institutional Capital-5.31-6.94
Oaktree U.S. Convertibles-6.84-7.30
Advent Investment Grade-6.89-7.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Convertibles5 year gross return5 year net return
Voya Convertibles12.2711.85
MacKay Shields Convertibles9.799.25
Lord Abbett & Co. Convertibles10.279.20
Invesco Convertible Securities9.478.82
Calamos Instl Convertible Composite9.338.56
SSI Convertible Investment Strategy8.838.25
Advent Balanced Convertible Strategy8.517.96
Palisade Convertible Securities Comp8.097.46
Nicholas Inv - Convertibles8.297.46
Shenkman Capital Mgt Convertible Comp6.906.12
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Value1 year gross return1 year net return
Causeway Simulated Intl Val ADR Model14.8814.28
Causeway International Value Select12.4512.04
Causeway Capital Mgt Intl Val Eq12.2911.90
American Century Non-U.S. Intrinsic Val12.0411.20
Boston Partners International ADR7.286.48
Hotchkis & Wiley - Int'l Value ADR (MP)6.816.12
Hotchkis & Wiley - Int'l Value ADR6.816.12
Logan International Dividend ADR6.265.99
Hotchkis & Wiley - International Value6.785.99
River Road International Value Eq ADR6.365.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Value5 year gross return5 year net return
Smead International Value Composite11.6510.19
WGI Developed Markets Ex-U.S. Composite8.728.09
Wellington Global Opportunistic Value8.167.46
ARGA International Equity Strategy7.676.40
Gilman Hill International Income Comp7.296.21
Barrow Hanley Non-US Value Equity6.585.85
Causeway Simulated Intl Val ADR Model6.215.71
Logan International Dividend ADR5.825.48
River Road International Value Eq ADR6.005.41
Causeway International Value Select5.725.34
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Value1 year gross return1 year net return
Dean Small Cap Value SA6.745.85
Classic Value Micro Cap Opportunities5.985.81
Delafield Concentrated Value3.062.62
ACM Small and Mid Cap Portfolio3.492.55
Alpha Quant Small Cap Value2.902.13
WPG Partners Select Small Cap Value2.381.98
U.S. Small/Mid Cap Quality & Value2.481.92
First Wilshire US SCV Equities SMA2.801.52
DePrince, Race & Zollo SMID Cap Value1.781.11
Brandes U.S. Small Cap Value Equity1.851.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Value5 year gross return5 year net return
Bridgeway Small Cap Value13.8213.24
Penn Capital Small Cap Value Equity12.1511.67
DePrince, Race & Zollo SMID Cap Value10.469.61
Schafer Cullen Small Cap Value Equity10.259.57
PIMCO RAE US Small9.979.49
Brandes U.S. Small Cap Value Equity10.429.44
WPG Partners Small Cap Value Equity9.979.39
Alpha Quant Small Cap Value9.889.06
Heartland Small-Cap Value Plus Strategy9.729.03
RS Small Cap Value Comp9.848.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Brandes Asia Pacific ex-Japan Equity0.08-0.86
Morgan Stanley Asia Opportunity-2.01-3.24
Lazard Emg Markets Eq Blend Asia ADR-3.82-4.37
T. Rowe Price Asia Opportunities Eq Comp-5.07-5.74
T. Rowe Price Asia ex-Japan Equity-5.49-6.14
MFS Asia ex Japan Equity-6.41-7.25
MFS Asia Pacific ex Japan-8.52-9.00
Morgan Stanley Asia Equity-8.87-9.12
Morgan Stanley Asia Pacific Equity-8.79-9.24
RBC Asia Pacific ex Japan Equity-10.04-10.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Baillie Gifford Asia ex Japan7.096.36
T. Rowe Price Asia Opportunities Eq Comp3.863.13
RBC Asia Pacific ex Japan Equity2.623.03
Morgan Stanley Asia Opportunity3.302.08
T. Rowe Price Asia ex-Japan Equity2.742.02
MFS Asia Pacific ex Japan2.241.59
AllianzGI Total Return Asia Equity3.601.55
RBC Asia ex Japan Equity1.600.65
Ninety One Asia Pacific Ex Japan0.920.27
MFS Asia ex Japan Equity0.870.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Value1 year gross return1 year net return
Longfellow Merger Arb2.931.91
HIS Horizon Enh SRI Fossil Fuel Free3.141.86
Heartland Opportunistic Value Equity2.241.83
Sasco Capital, Contrarian1.891.53
SouthernSun SMID Cap Composite1.520.83
Speece Thorson Mid-Cap Value Equity1.030.41
River Road Mid Cap Value0.430.09
Nuance Concentrated Value0.760.05
GAMCO Focused Value0.93-0.18
Inspire Select US Mid Cap-0.22-0.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Value5 year gross return5 year net return
Longfellow Merger Arb11.6818.03
Sycamore Mid Cap Value Comp11.3110.48
Sasco Capital, Contrarian10.8210.44
Heartland Mid Cap Value11.1310.29
CMC DVD10.399.88
Speece Thorson Mid-Cap Value Equity10.349.68
Kennedy All Cap Value10.259.50
Cozad US Equity Income SMA9.969.48
HIS Horizon Enh Socially Responsible10.709.30
Thomas White Mid-Cap Value10.199.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Utilities1 year gross return1 year net return
Inspire Select Utilities Sector1.581.58
MFS Utilities Equity-2.33-2.95
Miller/Howard – Utilities Plus-6.24-6.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Utilities5 year gross return5 year net return
Inspire Select Utilities Sector11.1511.15
MFS Utilities Equity10.299.60
Miller/Howard – Utilities Plus8.847.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Retirement Income1 year gross return1 year net return
IERetire - 5 Percent Spend Rate-1.41-2.90
Fidelity Freedom Index Income Cmgld Pool-3.75-3.88
Fidelity Freedom Blend Inc Cmgld Pool I-4.05-4.20
Fidelity Freedom Blend Inc Cmgld Pool H-4.03-4.29
Fidelity Freedom Blend Income Cmgld Pool-4.05-4.32
Windham Multi-Asset Income Portfolio-4.38-4.38
Morningstar Ret Inc Ultra Short - TDA-3.43-4.73
Morningstar Ret Inc Ultra Short - BNY-3.43-4.83
BNYM Newton SL SmartPath Ret Inc Cl On/a-5.00
Voya Target Retirement Inc Tr Comps CIT-5.55-5.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Retirement Income5 year gross return5 year net return
Advisors Capital Income w/Growth4.903.47
BNYM Newton SL SmartPath Ret Inc Cl On/a3.47
Voya Target Retirement Inc Tr Comps CIT3.383.18
Voya Target In-Retirement Composite3.383.18
Fidelity Freedom Blend Inc Cmgld Pool I2.732.56
Fidelity Freedom Index Income Cmgld Pool2.692.55
Fidelity Freedom Blend Inc Cmgld Pool H2.732.45
Fidelity Freedom Blend Income Cmgld Pool2.742.41
Morningstar Ret Inc Long-Range - TDA2.871.55
Morningstar Ret Inc Long-Range - BNY2.871.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short-Term Bond1 year gross return1 year net return
MCM Tactical Income2.872.46
Winthrop Intermediate Aggregate Fixed2.732.28
Morgan Stanley U.S. Short Duration1.991.92
BBH Limited Duration2.181.92
CCM Fixed Income Portfolio2.271.76
Chilton Short Term Taxable1.841.71
Clark Navigator Short Duration Taxable2.051.70
Tannin Capital Short-Term Government2.011.64
Goldman Sachs Opportunistic Fixed Income2.121.63
Sage Cash Balance Ultra Conservative Mo1.841.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short-Term Bond5 year gross return5 year net return
Thornburg Multisector Opportun Composite3.783.17
Post Limited Term High Yield Comp3.612.95
Winthrop Intermediate Aggregate Fixed2.862.54
Dolan McEniry Core Plus2.732.46
Diamond Hill Short Duration Secitizd Bd2.862.39
CCM Fixed Income Portfolio2.832.31
Frost Intermediate Taxable Composite2.802.30
Frost Core Plus Composite2.792.29
Calvert Short Duration Income Strategy2.572.29
Sage Interm Term Corporate Fixed Income2.522.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Ultrashort Bond1 year gross return1 year net return
Federated Hermes Trade Finance7.246.33
BNP Paribas Mortgage Alpha5.415.16
JPM Liquidity USD Credit-Composite3.012.86
Mellon STIF2.892.81
Pioneer Multi-Asset Ultrashort Income3.042.79
RBC US Cash Management: High Quality Crd2.842.71
Western Asset US Enhanced Liquidity2.832.70
Western Asset US Liquidity2.822.70
RBC US Cash Management: Government2.762.64
Merganser Floating Rate Bond2.882.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Ultrashort Bond5 year gross return5 year net return
Federated Hermes Trade Finance3.852.97
L&S Short-Duration Investment Grade2.342.08
Fort Washington Ultra Short Duration2.101.99
Federated Hermes Active Cash Broad2.011.88
Weitz Short Duration Income2.351.85
Calvert Ultra-Short Duration Bond2.031.78
Segall Bryant Short Term Plus Fixed1.991.78
Garcia Hamilton Cash1.841.77
Pioneer Multi-Asset Ultrashort Income2.011.76
Baird Ultra Short Bond1.911.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Value1 year gross return1 year net return
Peak Capital Management Dividend Equity5.404.58
Beutel Goodman US Large Cap Value4.273.75
Severin Relative Strength4.983.49
Liberty One Tactical Growth Solution3.492.83
Eldred Rock U.S. Value2.592.25
ARGA US Equity Strategy2.652.04
Logix Smart Value Dividend2.341.93
DWS CROCI US Dividends Strategy Comp2.181.38
Dearborn High and Rising Dividends2.380.92
SKBA Capital Value Opportunity1.770.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Value5 year gross return5 year net return
Polaris Concentrated Value15.6614.52
Smead US Value Composite13.0612.14
Hillman Advantage Value Equity SMA13.0311.89
Inspire Select US Large Cap11.7911.79
Thomas White Large Value Equities12.1111.76
Putnam US Large Cap Value Concentrated12.1111.69
Yacktman Focused Composite12.1711.58
Eldred Rock U.S. Value11.7311.35
Newton Equity Income Management11.9311.32
Unbiased Equity11.7811.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Small/Mid Growth1 year gross return1 year net return
MFS International Small-Mid Cap Equity-2.67-3.47
GA International Small Cap Composite-3.34-4.17
AllianzGI International Small Cap Equity-4.94-5.85
Federated Hermes Non-U.S. Small /Mid Cap-5.49-6.20
FIAM Concentrated Intl Small Cap-5.47-6.28
GW&K International Small Cap Strategy-5.47-6.42
Artisan Non-U.S. Small-Mid Growth Comp-5.50-6.45
TimesSquare International Small Cap-6.84-7.78
SGA International Small-Mid Cap Equity-7.27-7.96
PGI International Small-Cap Equity-7.27-8.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Small/Mid Growth5 year gross return5 year net return
WCM International Small Cap Growth7.906.83
Brown Capital Intl Small Company7.296.37
Federated Hermes Non-U.S. Small /Mid Cap5.364.48
Segall Bryant Fndtl Intl Small Cap5.184.08
abrdn International Equity Small Cap4.343.56
Invesco International Small-Mid Cap4.393.46
Schroders Global Smaller Companies4.243.36
GA International Small Cap Composite4.233.35
Rainier International Small Cap Equity4.403.23
Axiom International Small Cap Strategy4.133.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Blend1 year gross return1 year net return
Alpha Quant Mid Cap Quality Growth9.578.76
Alpha Quant Mid Cap Growth8.437.62
Fiduciary Mgt of Milwaukee Sm-Cap Eq7.106.31
Alpha Quant Mid Cap Quality7.056.25
GAMCO SRI/ESG Value4.794.09
Alpha Quant Mid Cap Equity3.252.48
Ativo SMID2.932.21
Anchor Div Income Value Institutional2.641.96
Ativo Mid Cap2.051.43
The London Co: SMID Composite1.720.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Blend5 year gross return5 year net return
Alpha Quant Mid Cap Quality Growth15.5514.69
Alpha Quant Mid Cap Growth13.3812.53
Janus Henderson US Opportunistic Alpha12.8612.11
Fenimore Dividend Focus Equity12.7511.81
Blackrock Russ 3000 Alpha Tilts Compt10.4111.40
Snyder Capital Mgt Small/Mid Cap Val11.9311.24
Cambiar SMID Value11.9011.19
Aurora Equity Carve-Out Composite11.6510.93
Madison Mid Cap Equity11.7310.86
Snyder Capital Mgt Concentrated11.6710.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long Government1 year gross return1 year net return
Donoghue Forlines Treasury-2.69-2.94
Franklin U.S. Govt Ladder 5-20 Yr SMA-6.93-8.31
DoubleLine Long Duration Total Return-14.98-15.28
PIMCO Long Bond Extended Duration-15.25-15.44
PIMCO Long Duration Treasury-15.43-15.84
BlackRock Long Govt Bond Idx Composite-15.85-15.89
NISA 15+ STRIPS Fixed Income Composite-22.43-22.51
BlackRock US Strips 20+ Year Bond Index-24.00-24.04
Jennison Active Long US Treasury STRIPS-23.96-24.06
20+ Year U.S. Treasury STRIPS Index Stra-24.10-24.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long Government5 year gross return5 year net return
Donoghue Forlines Treasury2.611.78
PIMCO Long Bond Extended Duration1.861.56
BlackRock Long Govt Bond Idx Composite-0.15-0.18
PIMCO Long Duration Treasury0.04-0.45
DoubleLine Long Duration Total Return-0.43-0.86
NISA 15+ STRIPS Fixed Income Composite-0.94-1.06
20+ Year U.S. Treasury STRIPS Index Stra-1.31-1.36
Jennison Long Conserv. Treasury STRIPS-1.30-1.40
Jennison Active Long US Treasury STRIPS-1.44-1.57
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Multisector Bond1 year gross return1 year net return
Potomac Income Plus7.214.57
Mellon Opportunistic Fixed Income4.283.76
UBS Corporate Crossover SMA0.472.67
Calvert Flexible Bond2.121.72
Schroders Opp Multi-Sector Sec - Opp Sec2.221.44
Newport Investment - Flexible Bond1.891.39
Toews Moderate Income Model1.461.14
WSTCM Credit Select Risk-Managed1.761.13
Winthrop Tactical Income1.541.08
Main Management Yield Moderate - SMA0.980.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Multisector Bond5 year gross return5 year net return
Newport Investment - Flexible Bond8.077.53
Herzfeld Fixed Income Composite6.815.79
Fort Washington Strategic Income3.983.60
Aristotle Strategic Credit3.593.47
Calvert Flexible Bond3.392.99
Frost Credit Composite3.462.96
L&S High Yield3.662.82
FIAM Tactical Bond3.062.65
Cincinnati Asset Mgt Sht Dur Fix Inc2.832.54
Dolan McEniry Credit2.872.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Real Estate1 year gross return1 year net return
LaSalle Completion 1 Program Composite-10.94-11.35
Allspring Select Real Estate-12.43-13.10
Baron Real Estate Strategy-13.25-14.11
Cohen & Steers Asia Pacific Real Estate-13.76-14.46
Ranger Global - Specialty/Completion RE-13.78-14.48
Adelante NewCORE Strategy-14.41-15.03
GSI Capital Advisors Public Real Estate-15.83-16.34
Innovative Portfolios Real Estate I&G-16.62-17.62
Invesco US REITs-17.16-17.78
Cohen & Steers U.S. Realty Fund C-BE-17.40-17.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Real Estate5 year gross return5 year net return
LaSalle Completion 1 Program Composite11.5311.03
Baron Real Estate Strategy11.5310.42
Baron Real Estate Income Strategy10.199.91
Adelante NewCORE Strategy10.209.42
Allspring Select Real Estate9.788.96
MFS U.S. REIT9.008.28
Cohen & Steers US Realty Total Ret Comp8.878.04
Cohen & Steers U.S. Realty Fund C-BEn/a8.00
Heitman US RE Securities Focused8.317.60
US REIT8.157.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Blend1 year gross return1 year net return
Alpha Quant Mid Cap Quality Growth9.578.76
Alpha Quant Mid Cap Growth8.437.62
Fiduciary Mgt of Milwaukee Sm-Cap Eq7.106.31
Alpha Quant Mid Cap Quality7.056.25
GAMCO SRI/ESG Value4.794.09
Alpha Quant Mid Cap Equity3.252.48
Ativo SMID2.932.21
Anchor Div Income Value Institutional2.641.96
Ativo Mid Cap2.051.43
The London Co: SMID Composite1.720.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Blend5 year gross return5 year net return
Alpha Quant Mid Cap Quality Growth15.5514.69
Alpha Quant Mid Cap Growth13.3812.53
Janus Henderson US Opportunistic Alpha12.8612.11
Fenimore Dividend Focus Equity12.7511.81
Blackrock Russ 3000 Alpha Tilts Compt10.4111.40
Snyder Capital Mgt Small/Mid Cap Val11.9311.24
Cambiar SMID Value11.9011.19
Aurora Equity Carve-Out Composite11.6510.93
Madison Mid Cap Equity11.7310.86
Snyder Capital Mgt Concentrated11.6710.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Blend1 year gross return1 year net return
Marietta International ESG Strategy10.429.89
Federated Hermes EAFE Equity7.857.04
TD Epoch Non-U.S. Equity ADR8.985.81
Fiduciary Mgt of Milwaukee Intl Comp6.235.46
Artisan International Value6.145.16
Boston Partners International Equity5.574.84
Inspire Select International3.483.48
Clark Navigator Intl Opportunity3.803.44
Southeastern Asset Mgt Intl Eq3.883.12
T. Rowe Price Intl Disciplined Equity3.312.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Blend5 year gross return5 year net return
BlackRock Eq Idx Composite11.2111.19
ClearBridge Global Infrastructure Income10.719.62
Eldred Rock International Value8.868.48
Wellington Durable Enterprises9.138.32
Thornburg Intl Equity ESG Composite9.288.28
Acadian Non-U.S. All-Cap Hedged USD Eqty8.477.66
Inspire Select International7.647.64
TD Epoch Global Select7.957.51
Artisan International Value8.237.24
Int'l Alpha (ACWI Ex-US) Equities7.737.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate Government1 year gross return1 year net return
SeaCrest US Government Interm Duration-2.38-2.38
Glenmede Intermediate Govt/Credit-2.32-2.66
Franklin U.S. Govt Ladder 1-10 Yr SMA-1.71-3.16
CS McKee Broad Government Fixed-3.41-3.65
DBF Intermediate Duration Govt/Agency-3.77-4.00
Northern Trust Government Index-4.36-4.45
Wright Mortgage Backed Securities F/I-4.44-4.69
MFS US Government Fixed Income-4.46-4.85
DBF Interm Mortgage-Backed Securities-4.65-4.88
M.D. Sass Core Fix-Inc-4.76-4.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate Government5 year gross return5 year net return
CS McKee Broad Government Fixed1.441.19
SeaCrest US Government Interm Duration1.161.16
M.D. Sass Core Fix-Inc1.160.89
Glenmede Intermediate Govt/Credit1.210.83
MFS US Government Fixed Income1.040.73
Wright Mortgage Backed Securities F/I1.020.68
Northern Trust Government Index0.810.67
FIAM Agency MBS0.640.35
DBF Intermediate Duration Govt/Agency0.540.31
Goldman Sachs US Mortgages0.430.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short-Term Bond1 year gross return1 year net return
MCM Tactical Income2.872.46
Winthrop Intermediate Aggregate Fixed2.732.28
Morgan Stanley U.S. Short Duration1.991.92
BBH Limited Duration2.181.92
CCM Fixed Income Portfolio2.271.76
Chilton Short Term Taxable1.841.71
Clark Navigator Short Duration Taxable2.051.70
Tannin Capital Short-Term Government2.011.64
Goldman Sachs Opportunistic Fixed Income2.121.63
Sage Cash Balance Ultra Conservative Mo1.841.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short-Term Bond5 year gross return5 year net return
Thornburg Multisector Opportun Composite3.783.17
Post Limited Term High Yield Comp3.612.95
Winthrop Intermediate Aggregate Fixed2.862.54
Dolan McEniry Core Plus2.732.46
Diamond Hill Short Duration Secitizd Bd2.862.39
CCM Fixed Income Portfolio2.832.31
Frost Intermediate Taxable Composite2.802.30
Frost Core Plus Composite2.792.29
Calvert Short Duration Income Strategy2.572.29
Sage Interm Term Corporate Fixed Income2.522.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Blend1 year gross return1 year net return
M&R Capital Management – Capital Appreci5.434.54
Julex Risk Managed TrueAlpha Large Cap4.083.57
Impax US Environment Leaders Strat Comp3.512.99
Washington Crossing Rising Dividend2.311.95
Value Line Multi Cap Global1.881.48
Stonebridge Cap - Lg Cap Growth Equity2.401.30
AGFiQ Hedged Equity1.361.20
Cambridge Core Equity2.430.60
Woodley Core Value Equity1.320.60
Cambridge Core Equity Model2.430.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Blend5 year gross return5 year net return
Suncoast Equity Dividend Growth15.5915.22
Stonebridge Cap - Lg Cap Growth Equity14.8413.91
DCP US Fundamental Stability & Value14.0613.62
VanEck Morningstar Wide Moat14.0313.51
GS US Equity ESG13.7013.31
Stance Equity ESG Large Cap Core13.7712.97
Vaughan Nelson Select13.9512.84
GMO Quality Strategy13.3512.78
Newton US Large Cap Equity13.3212.71
Slow Capital Stock13.1112.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Growth1 year gross return1 year net return
Kayne Anderson Rudnick SC Quality Select19.2617.80
Oberweis Micro-Cap Growth8.297.10
Oberweis Small-Cap Opp7.856.93
Palisades AlphaQ Small Growth6.985.38
Port Capital Small Cap Equity4.964.13
First Trust Small Cap Core5.774.08
Atlanta High Quality Small Cap3.292.48
Granite Small Growth Equity3.001.98
SmithAssetMgt–SmallCapFocusedGrowth2.571.75
Sawgrass Small Cap Growth Equity1.931.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Growth5 year gross return5 year net return
Next Century Growth Micro Cap Growth25.4424.57
Oberweis Small-Cap Opp18.3617.52
Next Century Growth Small Cap18.4717.42
Granahan Small Cap Select18.0816.92
Granahan Inv Mgt - Sm Cap Focused Grth17.7116.64
Oberweis Micro-Cap Growth17.7016.61
NCG SMID Cap17.8016.56
Granahan SMID Select17.2116.06
Advisory Research U.S. Small Cap Growth15.8814.78
Palisades AlphaQ Small Growth15.5414.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Natural Resources1 year gross return1 year net return
Inspire Select Clean Water5.585.58
KBIGI Water Strategy2.781.91
Ninety One Global Natural Resources1.780.95
KBIGI Circular Economy-0.59-1.43
KBIGI Global Resource Solution-1.51-2.35
Newton Global Natural Resources-1.72-2.50
Ecofin Global Water Composite-2.67-3.48
Cohen & Steers Gl Natural Resource Comp-3.81-4.43
Jennison Global Natural Resources Equity-5.87-6.57
Financial Trust Global Resources-8.37-9.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Natural Resources5 year gross return5 year net return
Inspire Select Clean Water14.8414.84
Newton Global Natural Resources14.8613.96
KBIGI Global Resource Solution13.6812.73
Ninety One Global Natural Resources13.2512.41
Cohen & Steers Gl Natural Resource Comp11.3810.66
Ecofin Global Water Composite11.2110.36
GMO Resources Strategy10.9710.20
Jennison Global Natural Resources Equity9.598.77
Financial Trust Global Resources9.908.55
KBIGI Water Strategy8.687.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long-Term Bond1 year gross return1 year net return
Beacon Vantage 3.0 Bond-1.29-2.54
Full Duration Fixed Income-3.75-3.99
Sage Long Duration LDI (7-10 Year)-5.03-5.23
Principal Street Tax Exempt High Income-5.17-5.91
Barings U.S. Invest. Grade Corp. Credit-6.30-6.54
AXA IM FIIS US Corp Intermediate Bonds-6.42-6.66
Redwood ERB-FI-6.20-7.64
Dorsey Wright Tactical Fixed Income-7.05-7.91
Goldman Sachs Global Government-9.21-9.47
Sage Long Duration LDI (10+ Years)-10.11-10.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long-Term Bond5 year gross return5 year net return
AXA IM FIIS US Corp Intermediate Bonds1.913.16
Dorsey Wright Tactical Fixed Income3.832.87
Reams Long Duration Fixed Income2.382.23
Camden Long Duration (Govt/Credit) Comp2.792.18
TCW Long Duration Credit2.111.94
Capital Group Long Duration Credit DB Fd2.101.91
Sage Long Duration LDI (7-10 Year)2.171.87
PIMCO Long Term Bond - Long Credit2.011.77
Barings U.S. Invest. Grade Corp. Credit1.991.74
PIMCO Long Term Bond Full Authority1.941.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Small/Mid Value1 year gross return1 year net return
Pzena Intl Small Cap Focused Value12.7511.64
Brandes International Small Cap Eq11.8010.81
Cedar Street International Small Cap9.468.48
Brandes International Sm-Mid Cap Equity8.827.83
Silvercrest Int’l Small Cap Value4.893.85
ARGA International Small-Cap Strategy3.782.75
Cedar Street International (EAFE) SCV3.362.50
Cedar Street Emerging Markets Small Cap-0.31-1.48
Artisan International Explorer0.05-2.64
TD Epoch Non-U.S. Qlty Cap Reinvestment-2.25-2.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Small/Mid Value5 year gross return5 year net return
Kopernik Global All-Cap10.009.30
ARGA International Small-Cap Strategy4.493.38
Cedar Street International (EAFE) SCV4.073.20
Brandes International Small Cap Eq4.033.11
Cedar Street International Small Cap4.062.98
Pzena Intl Small Cap Focused Value3.772.74
Cedar Street Emerging Markets Small Cap4.412.73
Causeway International Small Cap2.752.02
GlobeFlex International Micro Cap Cmpst2.721.80
Brandes International Sm-Mid Cap Equity2.021.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


High Yield Bond1 year gross return1 year net return
Q3 Tactical High Yield5.983.60
UBS Short Duration High Yield SMA1.612.84
Penn Capital Ult Short Duration Corp Inc3.022.58
MacKay High Yield Low Volatility Comp2.562.15
Penn Capital Def Short Duration High Inc2.271.93
MacKay Shields HYAC Short Duration Strgy1.971.52
Allspring U.S. Short-Term High Yield2.011.51
Horizon High Yield Opportunity Instl2.381.35
Shenkman Capital Short Dur Hi Inc Strat1.811.10
Chartwell Short BB High Yield Fixed Inc1.330.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


High Yield Bond5 year gross return5 year net return
Artisan High Income5.244.52
Mesirow High Yield4.894.46
Barrow Hanley High Yield Fixed Income4.674.18
L&S Short-Duration High Yield4.864.09
PGIM US Shrt-Dur Higher Quality Hi-Yld4.564.08
Blackstone HY Systematic Corporate4.354.05
Shenkman Multi-Asset Credit Composite4.763.98
Capital Group U.S. High Yield4.273.97
MacKay High Yield Low Volatility Comp4.353.93
MacKay Shields High Yld4.413.89
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum-9.50-10.62
Morgan Stanley Latin America Equity-10.42-11.24
T. Rowe Price Latin America Equity-12.14-12.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Latin America Stock5 year gross return5 year net return
Morgan Stanley Latin America Equity2.942.47
T. Rowe Price Latin America Equity-1.26-2.10
Financial Trust Latin Value Momentum-4.09-5.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Growth1 year gross return1 year net return
Horizon Small Cap Institutional10.599.48
Kayne Anderson Rudnick Small Cap Core9.718.73
Horizon Research Select Instl7.986.90
Renaissance Midcap Growth3.753.63
Innovative Portfolios IntelliBuilD4.703.46
Frontier Focus3.222.23
Sandhill Concentrated Equity Alpha1.060.22
Congress SMID Growth-0.26-0.50
Torray Small/Mid Cap Growth0.06-0.54
Torray Small/Mid Cap Growth0.06-0.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Growth5 year gross return5 year net return
Baron Small to Mid Cap Growth Strategy16.5015.58
Congress SMID Growth15.7815.37
Night Owl Equity16.4915.10
Fisher Small and Mid Cap Core13.5913.14
Kayne Anderson Rudnick Small Cap Core14.0313.02
Renaissance Midcap Growth13.1113.00
Principal Small Cap Growth Equity13.8812.94
Ivy Mid Cap Growth Composite13.2112.53
Baron Small Cap Growth Strategy13.1112.08
Horizon Small Cap Institutional13.1312.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2021-20251 year gross return1 year net return
Inspire FuturePath 2025-2.60-3.83
Capital Group 2025 Target Date Ret Comp-4.67-5.01
BNYM Nwtn SL SmartPath Trgt Dt 2025 Cl On/a-5.35
Fidelity Freedom Index 2025 Cmgld Pool C-6.53-6.65
Voya Target Retirement 2025 Composite-6.56-6.74
Fidelity Freedom Blend 2025 Cmgld Pool I-6.68-6.83
Fidelity Freedom Blend 2025 Cmgld Pool H-6.69-6.95
Fidelity Freedom Blend 2025 Cmgld Pool C-6.65-7.03
Fidelity Freedom 2025 Cmgld Pool Fn/an/a
Fidelity Freedom 2025 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2021-20255 year gross return5 year net return
Capital Group 2025 Target Date Ret Comp5.865.48
BNYM Nwtn SL SmartPath Trgt Dt 2025 Cl On/a5.14
Fidelity Freedom Blend 2025 Cmgld Pool I5.154.98
Fidelity Freedom Blend 2025 Cmgld Pool H5.154.86
Fidelity Freedom Blend 2025 Cmgld Pool C5.144.78
Fidelity Freedom Index 2025 Cmgld Pool C4.904.76
Voya Target Retirement 2025 Composite4.874.67
Inspire FuturePath 2025n/an/a
Fidelity Freedom 2025 Cmgld Pool Fn/an/a
Fidelity Freedom 2025 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Emerging Markets Bond1 year gross return1 year net return
Global Evolution EM Local Debt3.513.24
Eaton Vance EM Debt Opportunities3.673.00
Franklin Emerging Mkt Dbt Opp (USD) Comp2.621.90
BNP Global Emg Bonds (Best Selection)1.951.49
SeaCrest Inv Mgmt Intl Sovereign Debt1.860.89
VanEck Emerging Markets Bond1.420.78
Invesco Emerging Markets Local Bond1.400.71
Morgan Stanley Emg Mkts Domestic Debt1.660.48
Lazard EM Debt - Local Debt1.150.39
MIM EM Debt Limited Duration0.30-0.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Emerging Markets Bond5 year gross return5 year net return
Lazard EM Debt - Corporate Broad3.953.38
Eaton Vance EM Debt Opportunities3.873.22
Global Evolution Frontier Markets3.232.08
Stone Harbor EM Corporate Debt2.662.04
Blackrock Emerging Mkts Debt Corp Bond2.262.00
Finisterre EMTR Composite2.731.93
BlueBay EM Aggregate Unconstrained (USD)2.851.88
Loomis Sayles EMCD Invest Grade Plus2.191.73
MIM EM Debt Limited Duration2.301.69
MIM Emerging Markets Debt Corporate2.141.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2031-20351 year gross return1 year net return
Inspire FuturePath 2035-3.39-4.59
BNYM Nwtn SL SmartPath Trgt Dt 2035 Cl On/a-6.01
Capital Group 2035 Target Date Ret Comp-5.76-6.10
Fidelity Freedom Index 2035 Cmgld Pool C-6.81-6.93
Fidelity Freedom Blend 2035 Cmgld Pool I-6.86-7.01
Fidelity Freedom Blend 2035 Cmgld Pool H-6.91-7.16
Voya Target Retirement 2035 Composite-7.00-7.18
Voya Target Retirement 2035 Tr Comps CIT-7.00-7.18
Fidelity Freedom Blend 2035 Cmgld Pool C-6.81-7.20
Fidelity Freedom 2035 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2031-20355 year gross return5 year net return
Capital Group 2035 Target Date Ret Comp7.266.88
Fidelity Freedom Blend 2035 Cmgld Pool I6.716.54
Fidelity Freedom Blend 2035 Cmgld Pool H6.706.42
Fidelity Freedom Blend 2035 Cmgld Pool C6.706.34
Fidelity Freedom Index 2035 Cmgld Pool C6.336.19
BNYM Nwtn SL SmartPath Trgt Dt 2035 Cl On/a6.15
Voya Target Retirement 2035 Composite6.326.12
Voya Target Retirement 2035 Tr Comps CIT6.326.12
Inspire FuturePath 2035n/an/a
Fidelity Freedom 2035 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Ultrashort Bond1 year gross return1 year net return
Federated Hermes Trade Finance7.246.33
BNP Paribas Mortgage Alpha5.415.16
JPM Liquidity USD Credit-Composite3.012.86
Mellon STIF2.892.81
Pioneer Multi-Asset Ultrashort Income3.042.79
RBC US Cash Management: High Quality Crd2.842.71
Western Asset US Enhanced Liquidity2.832.70
Western Asset US Liquidity2.822.70
RBC US Cash Management: Government2.762.64
Merganser Floating Rate Bond2.882.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Ultrashort Bond5 year gross return5 year net return
Federated Hermes Trade Finance3.852.97
L&S Short-Duration Investment Grade2.342.08
Fort Washington Ultra Short Duration2.101.99
Federated Hermes Active Cash Broad2.011.88
Weitz Short Duration Income2.351.85
Calvert Ultra-Short Duration Bond2.031.78
Segall Bryant Short Term Plus Fixed1.991.78
Garcia Hamilton Cash1.841.77
Pioneer Multi-Asset Ultrashort Income2.011.76
Baird Ultra Short Bond1.911.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Aggressive Allocation1 year gross return1 year net return
Robinson Wealth of Nations®1.580.87
Inspire Select Aggressive Portfolio2.020.59
FPI Fusion Growth Modeln/an/a
FPA Contrarian Value0.12-0.90
ValueWorks Cap App0.17-1.28
Clark Navigator TW+ Mod Gwth Tax Aware-2.58-2.97
Clark Navigator TW Mod Gwth Tax Aware-2.69-3.08
Clark Navigator TW+ Mod Growth-3.17-3.56
Eads & Heald Wealth Managment Bal-2.94-3.76
Winthrop Income Growth-3.75-3.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Aggressive Allocation5 year gross return5 year net return
ValueWorks Cap App13.5212.18
Robinson Wealth of Nations®10.419.63
Calamos US Opportunities Composite10.219.47
Washington Crossing Conquest SecModAggGr9.178.70
Montag & Caldwell Balanced9.308.38
Zevin SRI/ESG Global Appreciation model9.167.87
SSI Flexible Alloc-Moderately Aggressive8.887.86
Eads & Heald Wealth Managment Bal8.747.84
ACM Aggressive Growth Small8.347.40
Nuveen ESG Aggressive Growth ETF Model7.247.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Value1 year gross return1 year net return
Peak Capital Management Dividend Equity5.404.58
Beutel Goodman US Large Cap Value4.273.75
Severin Relative Strength4.983.49
Liberty One Tactical Growth Solution3.492.83
Eldred Rock U.S. Value2.592.25
ARGA US Equity Strategy2.652.04
Logix Smart Value Dividend2.341.93
DWS CROCI US Dividends Strategy Comp2.181.38
Dearborn High and Rising Dividends2.380.92
SKBA Capital Value Opportunity1.770.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Value5 year gross return5 year net return
Polaris Concentrated Value15.6614.52
Smead US Value Composite13.0612.14
Hillman Advantage Value Equity SMA13.0311.89
Inspire Select US Large Cap11.7911.79
Thomas White Large Value Equities12.1111.76
Putnam US Large Cap Value Concentrated12.1111.69
Yacktman Focused Composite12.1711.58
Eldred Rock U.S. Value11.7311.35
Newton Equity Income Management11.9311.32
Unbiased Equity11.7811.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Growth1 year gross return1 year net return
Capital Group PCS International Equity3.271.63
Hardman Johnston Intl Eq Developed Mrkt2.211.50
Baird Chautauqua Intl Growth ADR Equity1.591.35
Baird Chautauqua Intl Growth Equity1.981.25
MFS International Growth Equity1.681.07
Brown Advisory Sustain Intl Leaders ADR1.060.67
ClearBridge int'l Growth ACWI ex-US1.260.50
Invesco EQV International Equity1.330.48
ClearBridge International Growth EAFE0.810.06
Ninety One International Franchise0.780.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Growth5 year gross return5 year net return
Jennison Focused Global Equity Oppts18.1015.50
Baillie Gifford Intl Concentrated Growth10.509.76
Ithaka EAFE Composite10.199.64
Marietta International Equity Strategy10.289.60
WCM Focused Growth International ADR10.179.08
Wellington Global Capital Appreciation9.838.97
WCM Inv Mgt Focused Growth Intl9.868.78
Jennison International Equity Oppts9.438.72
MFS International Concentrated Equity8.387.64
Sands International Growth Equity Comp.8.537.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Growth1 year gross return1 year net return
Kayne Anderson Rudnick SC Quality Select19.2617.80
Oberweis Micro-Cap Growth8.297.10
Oberweis Small-Cap Opp7.856.93
Palisades AlphaQ Small Growth6.985.38
Port Capital Small Cap Equity4.964.13
First Trust Small Cap Core5.774.08
Atlanta High Quality Small Cap3.292.48
Granite Small Growth Equity3.001.98
SmithAssetMgt–SmallCapFocusedGrowth2.571.75
Sawgrass Small Cap Growth Equity1.931.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Growth5 year gross return5 year net return
Next Century Growth Micro Cap Growth25.4424.57
Oberweis Small-Cap Opp18.3617.52
Next Century Growth Small Cap18.4717.42
Granahan Small Cap Select18.0816.92
Granahan Inv Mgt - Sm Cap Focused Grth17.7116.64
Oberweis Micro-Cap Growth17.7016.61
NCG SMID Cap17.8016.56
Granahan SMID Select17.2116.06
Advisory Research U.S. Small Cap Growth15.8814.78
Palisades AlphaQ Small Growth15.5414.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Growth1 year gross return1 year net return
Marshfield Core Value Equity13.6712.25
Port Capital Partners Equity6.285.41
Sustainable Insight US Equity2.000.98
Alpha Quant Quality Equity1.350.24
TD Epoch U.S. Quality Capital Reinvestmt0.10-0.35
Chilton High Conviction Equity Strategy0.15-0.58
Montrusco Bolton US Equity (USD)-0.04-0.69
Guardian Fundamental GlobalEquity Comp0.01-0.79
Raub Brock Dividend Growth Portfolio-0.28-1.28
TCW New America Premier Equities-0.67-1.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Growth5 year gross return5 year net return
Slow Capital Aggressive Growth19.1018.68
Mark Long Only20.3018.47
Baron Focused Select Strategy19.0918.40
Slow Capital Growth17.9317.52
Mark Focus19.2217.48
Montrusco Bolton US Equity (USD)16.9816.23
Atlanta High Quality Focused Growth16.2915.49
Marshfield Core Value Equity16.4114.96
Federated Hermes MDT LCG Institutional15.6914.92
Broadleaf Growth Equity Portfolio15.7714.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2036-20401 year gross return1 year net return
Inspire FuturePath 2040-2.62-3.13
BNYM Nwtn SL SmartPath Trgt Dt 2040 Cl On/a-6.30
Capital Group 2040 Target Date Ret Comp-6.11-6.45
Fidelity Freedom Index 2040 Cmgld Pool C-7.06-7.18
Fidelity Freedom Blend 2040 Cmgld Pool I-7.09-7.24
Fidelity Freedom Blend 2040 Cmgld Pool H-7.11-7.36
Voya Target Retirement 2040 Composite-7.22-7.39
Voya Target Retirement 2040 Tr Comps CIT-7.22-7.39
Fidelity Freedom Blend 2040 Cmgld Pool C-7.03-7.43
Fidelity Freedom 2040 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2036-20405 year gross return5 year net return
Capital Group 2040 Target Date Ret Comp7.597.21
Fidelity Freedom Blend 2040 Cmgld Pool I7.277.10
Fidelity Freedom Blend 2040 Cmgld Pool H7.276.98
Fidelity Freedom Blend 2040 Cmgld Pool C7.276.90
Fidelity Freedom Index 2040 Cmgld Pool C6.936.79
Voya Target Retirement 2040 Composite6.936.72
Voya Target Retirement 2040 Tr Comps CIT6.936.72
BNYM Nwtn SL SmartPath Trgt Dt 2040 Cl On/a6.53
Inspire FuturePath 2040n/an/a
Fidelity Freedom 2040 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


World Bond1 year gross return1 year net return
Wellington Global Bond Unhedged (AUD)4.954.58
Wellington Opportunistic Fixed Income3.603.02
Global Fixed Income ex-Japan0.830.53
Oaktree European Senior Loans0.17-0.33
Pictet Absolute Return Fixed Inc-0.67-0.74
Brandywine Global Unconstrained F/I-0.21-0.91
Newton Global Dynamic Bond USD-0.70-1.05
BlueBay US Fixed Income-High Yield(USD)-2.10-2.90
MFS Global Aggregate Opportunistic FI-2.49-2.98
iSectors Global Fixed Income Allc Model-4.17-4.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


World Bond5 year gross return5 year net return
BlueBay US Fixed Income-High Yield(USD)4.974.42
Wellington Opportunistic Fixed Income3.683.12
Wellington Global Bond Unhedged (AUD)2.572.21
Oaktree European Senior Loans2.542.03
MFS Global Aggregate Opportunistic FI2.431.96
Newton Global Dynamic Bond USD2.021.66
Pictet Absolute Return Fixed Inc1.701.40
UBS: Global Aggregate Bond1.391.15
Western Asset Global Aggregate1.090.69
Brandywine Global Unconstrained F/I0.960.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Equity Energy1 year gross return1 year net return
Inspire Select Energy Sector15.6315.63
HW Energy7.105.41
Orleans Energy Opportunities3.692.67
Miller/Howard N. Amer. Energy (w/ K-1s)3.412.64
KBIGI Global Energy Transition Strategy2.791.92
Miller/Howard N. Amer. Energy w/ K-1 SMA3.00-0.05
Miller/Howard N. Amer. Energy (w/o K-1s)0.29-0.46
Miller/Howard N. Am. Energy w/o K-1s SMA-0.23-3.19
Calvert Global Energy Solutions-3.18-3.90
Global Clean Energy Comp-4.96-5.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Equity Energy5 year gross return5 year net return
KBIGI Global Energy Transition Strategy19.8718.87
Miller/Howard N. Amer. Energy (w/o K-1s)15.0914.08
Miller/Howard N. Amer. Energy (w/ K-1s)12.9912.00
Calvert Global Energy Solutions12.4611.62
Miller/Howard N. Am. Energy w/o K-1s SMA13.8410.50
Miller/Howard N. Amer. Energy w/ K-1 SMA12.599.28
Inspire Select Energy Sector7.117.11
HW Energy4.833.18
Orleans Energy Opportunities2.011.01
Global Clean Energy Compn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short Government1 year gross return1 year net return
GS Gov/Corporate FI (Short Duration)1.411.24
Mellon Glb Govt-Short Dur1.381.18
CS McKee Short Government0.470.23
BlackRock 1-3 Yr Govt Bond Idx Composite0.280.23
Bartlett & Co. Ltd Dur Fix-Inc0.380.22
AB US Low Duration0.350.17
Pacific Income Short Term0.33n/a
Genter Capital Short-Term US Government0.35n/a
Garcia Hamilton Short Duration-0.04-0.16
Madison Limited Duration Governemnt Bond-0.07-0.57
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short Government5 year gross return5 year net return
M.D. Sass 3-Year FI1.263.73
Sit Inv Short Duration1.741.33
GS Gov/Corporate FI (Short Duration)1.521.32
CS McKee Short Government1.501.26
Mellon Glb Govt-Short Dur1.451.25
BlackRock 1-3 Yr Govt Bond Idx Composite1.221.17
Intermediate Government Fixed Income1.281.08
Bartlett & Co. Ltd Dur Fix-Inc1.201.04
AB US Low Duration1.211.02
Pacific Income Short Term1.321.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Stable Value1 year gross return1 year net return
Putnam Stable Value Composite2.852.60
NISA Stable Value2.642.26
T. Rowe Price Stable Value2.342.10
Galliard Stable Value Composite2.191.99
Invesco Stable Value2.171.97
Dodge & Cox Intermediate Stable Value FI-1.87-2.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Stable Value5 year gross return5 year net return
Putnam Stable Value Composite2.632.39
NISA Stable Value2.702.32
T. Rowe Price Stable Value2.322.10
Invesco Stable Value2.242.04
Galliard Stable Value Composite2.282.01
Dodge & Cox Intermediate Stable Value FI1.531.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Health1 year gross return1 year net return
Inspire Select Healthcare Sector3.113.11
Janus Henderson Global Life Sciences2.141.35
Jennison Health Sciences Equity-1.72-2.70
Fidelity Advisor Health Care SMA (FIAM)-2.95-3.18
Baron Health Care Strategy-10.38-11.00
Alger Health Sciences Composite-12.03-12.51
Financial Trust Health Value-11.87-12.96
PVG Emerging Healthcare-12.66-13.63
Nicholas Inv-NicHealth-12.87-13.96
Baillie Gifford Health Innovation-13.55-14.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Health5 year gross return5 year net return
Janus Henderson Global Life Sciences11.2210.38
Inspire Select Healthcare Sector9.949.94
Jennison Health Sciences Equity9.698.59
Eagle Healthcare Enhanced Return Oppty.7.206.19
Alger Health Sciences Composite6.786.19
Lazard Digital Health5.805.19
ARK Genomic Revolution5.304.52
Nicholas Inv-NicHealth6.372.66
Financial Trust Health Value2.291.03
PVG Emerging Healthcare-3.31-3.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Bank Loan1 year gross return1 year net return
T. Rowe Price Floating Rate Bank Loan3.392.93
FIAM Leveraged Loan Composite3.372.85
Barrow Hanley Bank Loan3.132.63
Shenkman Capital Mgt Bank Loan Composite3.062.54
Artisan Floating Rate Composite3.202.51
Seix Leveraged Loan2.972.46
Eaton Vance Senior Loan Plus3.062.45
Calvert Floating-Rate Advantage2.471.85
Eaton Vance Floating-Rate Loan Composite2.031.55
PGI Bank Loans2.061.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Bank Loan5 year gross return5 year net return
T. Rowe Price Floating Rate Bank Loan3.983.48
Bain Capital Liquid Senior Loan3.913.38
Calvert Floating-Rate Advantage3.943.37
PGI Bank Loans3.873.37
Octagon Senior Secured Credit4.033.36
FIAM Leveraged Loan Composite3.843.32
Shenkman Capital Mgt Bank Loan Composite3.813.29
PGIM Fixed Inc US Sr Sec Loans Composite3.853.28
Eaton Vance Senior Loan Plus3.823.20
Post Senior Loan Composite3.693.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Leveraged Net Long1 year gross return1 year net return
3EDGE Global Equity4.8910.22
Martingale Low Volatility Lg/Shrt LgCp+2.361.84
AQR Capital US Relaxed Constraint 40-3.44-3.97
Martingale 130/30 LargeCap Core 500-3.53-4.20
Glenmede Quant US Large Cap 130/30-3.56-4.52
JPM US Large Cap Core 130/30-Composite-5.29-5.95
LA Capital U.S. Large Cap Active Exten-7.00-7.18
Lazard Global 130/30-6.91-7.70
PVG Tactical Core Strategy-14.51-15.41
UBS: US Equity Opportunity Unconstrained-16.09-16.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Leveraged Net Long5 year gross return5 year net return
JPM US Large Cap Core 130/30-Composite12.8612.07
PVG Tactical Core Strategy13.1411.91
LA Capital U.S. Large Cap Active Exten12.0711.56
UBS: US Equity Opportunity Unconstrained9.989.85
AQR Capital US Relaxed Constraint 409.949.32
Lazard Global 130/309.618.67
Martingale 130/30 LargeCap Core 5009.168.44
Martingale Low Volatility Lg/Shrt LgCp+8.397.72
Glenmede Quant US Large Cap 130/307.636.68
3EDGE Global Equityn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Multisector Bond1 year gross return1 year net return
Potomac Income Plus7.214.57
Mellon Opportunistic Fixed Income4.283.76
UBS Corporate Crossover SMA0.472.67
Calvert Flexible Bond2.121.72
Schroders Opp Multi-Sector Sec - Opp Sec2.221.44
Newport Investment - Flexible Bond1.891.39
Toews Moderate Income Model1.461.14
WSTCM Credit Select Risk-Managed1.761.13
Winthrop Tactical Income1.541.08
Main Management Yield Moderate - SMA0.980.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Multisector Bond5 year gross return5 year net return
Newport Investment - Flexible Bond8.077.53
Herzfeld Fixed Income Composite6.815.79
Fort Washington Strategic Income3.983.60
Aristotle Strategic Credit3.593.47
Calvert Flexible Bond3.392.99
Frost Credit Composite3.462.96
L&S High Yield3.662.82
FIAM Tactical Bond3.062.65
Cincinnati Asset Mgt Sht Dur Fix Inc2.832.54
Dolan McEniry Credit2.872.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Moderate Allocation1 year gross return1 year net return
Cypress Capital US Opportunity4.563.73
AB Dynamic MultiAsset Sustainable 60/4012.693.35
Cypress Capital US Opportunity-Mod Allc4.213.34
Tannin Capital Equity Hedge2.041.06
CFG Balanced Equity2.141.04
CFG Balanced Equity Model2.141.04
Washington Crossing Inco Builder 60/40 C0.430.13
Liberty One Tactical Income Solution0.720.08
Stonebridge Capital - Balanced0.70-0.45
Inspire Select Moderate Portfolio0.91-0.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Moderate Allocation5 year gross return5 year net return
ValueWorks Bal Comp14.1712.69
MCA Balanced Portfolios12.6011.96
RMCM Global Sustainable Balanced Equity9.678.58
Congress Asset Mgt Multi-Cap Balanced8.988.54
Congress Asset Mgt Balanced8.998.50
Waterfront Balanced9.038.24
Bartlett & Co. Relative Value Balanced8.577.96
Washington Crossing Conquest Sec Mod Gr8.097.82
Calvert Balanced Strategy8.267.74
Janus Henderson Balanced8.277.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Equity Precious Metals1 year gross return1 year net return
Allspring Precious Metals-8.87-9.74
VanEck Gold Composite-14.45-15.05
GAMCO Goldn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Equity Precious Metals5 year gross return5 year net return
Allspring Precious Metals10.309.26
VanEck Gold Composite8.948.20
GAMCO Goldn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Blend1 year gross return1 year net return
Private Capital Management Value Focus15.2914.44
Private Capital Value Equity8.207.11
SouthernSun Small Cap6.745.96
The London Co: Small Cap Composite5.675.03
Melius Small Cap Blend5.714.88
Seizert Capital Partners Small Cap Value5.764.81
Fuller & Thaler Behavioral Small-Cap Eq4.874.20
12th Street Small Cap Value4.903.86
Reinhart Partners Genesis PMV3.903.13
Fenimore Small Cap3.863.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Blend5 year gross return5 year net return
Harvey Partners Small-Cap Opportunity19.5418.37
Old West Small Cap19.1118.05
Penn Capital Small to Micro Cap Equity18.6218.04
Old West All Cap Opportunity18.0716.91
Private Capital Management Value Focus14.7313.61
Paradigm Capital Small Cap Core13.8312.71
Financial Trust American Discplnd Small13.7312.32
Profit Inv Mgt (PIM) Profit Sm Cap Eq12.2411.77
Private Capital Value Equity12.7511.58
Alpha Quant Small Cap Quality12.2811.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2041-20451 year gross return1 year net return
Inspire FuturePath 2045-2.27-3.45
BNYM Nwtn SL SmartPath Trgt Dt 2045 Cl On/a-6.38
Capital Group 2045 Target Date Ret Comp-6.38-6.73
Fidelity Freedom Index 2045 Cmgld Pool C-7.01-7.13
Voya Target Retirement 2045 Composite-6.96-7.14
Fidelity Freedom Blend 2045 Cmgld Pool I-7.09-7.24
Fidelity Freedom Blend 2045 Cmgld Pool H-7.10-7.35
Fidelity Freedom Blend 2045 Cmgld Pool C-6.98-7.39
Fidelity Freedom 2045 Cmgld Pool Fn/an/a
Fidelity Freedom 2045 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2041-20455 year gross return5 year net return
Capital Group 2045 Target Date Ret Comp7.657.25
Voya Target Retirement 2045 Composite7.327.12
Fidelity Freedom Blend 2045 Cmgld Pool I7.287.11
Fidelity Freedom Blend 2045 Cmgld Pool H7.286.99
Fidelity Freedom Blend 2045 Cmgld Pool C7.296.92
Fidelity Freedom Index 2045 Cmgld Pool C6.956.81
BNYM Nwtn SL SmartPath Trgt Dt 2045 Cl On/a6.69
Inspire FuturePath 2045n/an/a
Fidelity Freedom 2045 Cmgld Pool Fn/an/a
Fidelity Freedom 2045 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023
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